Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.

You arrive at your retirement day with a sizeable retirement fund. But then what? Some theorize that this is the point when there is the greatest risk of failure in your lifelong savings strategy. This edition of In Practice summarizes an innovative solution to this dilemma curated from new research from Cass Business School, London.

A defense of modern portfolio theory (MPT) by Nathan Erickson, CFA, CAIA, and Richard Stott; Nicolas Rabener's analysis of the value of factor investing; and an examination of the non-retirement phenomenon by Barbara Stewart, CFA, were among the leading posts from last month.

“The big fear society has is your standard of living is going to drop dramatically [in retirement]. And that’s what clients come to you and ask for help on,” says Diane Garnick, chief income strategist and managing director for TIAA (Teachers Insurance and Annuity Association). So what does the retirement data say? One of the most worrisome trends is the gender retirement gap.

What are the pros and cons of long-term care insurance (LTCI)? How do the potential alternatives compare? Does your client have the right plan in place? Susan Hoover considers the options and what you and your clients need to know.

The EU's policing of its budget rules might actually encourage countries to breach its limits, writes Viktoria Dendrinou. Although the EU has reprimanded countries for breaking the Stability and Growth Pact, it has ultimately stopped short of imposing sanctions on offenders. Bloomberg (tiered subscription model) (20 Jan.)

Italy's central bank expects the country's economy to grow by just 0.6% this year and 0.9% in 2020, according to its latest quarterly economic bulletin, down from earlier projections of 1% and 1.1%, respectively. Vincenzo Boccia, head of business lobby Confindustria, said the Italian government must do more to stimulate growth and cut the deficit. Yahoo (20 Jan.)

Ireland rejected a proposal by UK Prime Minister Theresa May to negotiate a bilateral deal over its post-Brexit border with Northern Ireland. Instead, Ireland continues to support the Brexit deal agreed upon by the British government and the EU, said Deputy Prime Minister Simon Coveney. Politico (20 Jan.)

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